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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (15141)	5/31/2005 8:53:56 AM
From: matt dillabough	Read Replies (2) \| Respond to of 25522

NVLS Novellus on Mid-Quarter Update Guidance Expects bookings of $302-310 mln, represents a slight upside in booking... shippings will move to $335-355 mln,representing a slight upside... revs $325-330 mln, Reuters consensus is $327 mln... EPS forecasted at being between $0.20-0.0.22 up from $0.17-0.20, Reuters consensus is $0.19; due to improved control of operating costs as well as an improvement to gross margins 08:50 NVLS Novellus on Mid-Quarter Update II -Update- "see no change in the overall dynamics of the semiconductor market or the semiconductor capital equipment market"... state it is a consumer centric driven demand... demand is particularly strong in flash, 12-inch... expecting strong Japanese performance from an order standpoint.

To: Proud_Infidel who wrote (15141)	5/31/2005 1:02:00 PM
From: etchmeister	Respond to of 25522

More moving towards .13 and below - the soft spot appears to be .18 micron (Al); .25 and .35 probably high due to LCD drivers ATI starts with CrossFire at 130nm Printer friendly Related stories Comments Email to a friend Latest news Related topic: Hot systems Advertisement Michael McManus, Vyacheslav Sobolev, DigiTimes.com, Taipei [Tuesday 31 May 2005] ATI Technologies has begun showcasing its new Radeon Xpress 200 CrossFire edition at Computex 2005 today, with the official launch set for June 1 and mass production beginning in July, according to sources at the company. Intel and AMD versions will be available, and the chipset will be initially manufactured on 130nm processes at Taiwan Semiconductor Manufacturing Company (TSMC) and then moved to 110nm, the sources said. CrossFire is the name of ATI’s technology supporting dual-cards graphics solutions and the technology is comparable to Nvidia’s SLI (Scalable Link Interface) solution, in that two PCI Express (PCIe) graphics cards are supported through use of two PCIe x8 connections. However, unlike SLI, the ATI solution does not require any connector board between the two graphics cards. In addition, the platform requires that only one CrossFire edition graphics card be used in the dual-card solution, with the company initially offering X800 or X850 options for the CrossFire cards. For the partner card, ATI supports a wide range of Radeon-powered boards already on the market, from its Radeon X800 and X850 family, respectively, the company stated. The two boards do not necessarily need to have the same amount of memory on-board as well, as the solution will still work, but with some limitations, the sources stated. According to ATI, CrossFire will support three types of rendering modes, called SuperTiling, Scissor and Alternate Frame Rendering. The latter two modes are supported by the OpenGL API, with all three being supported by the Direct3D API, ATI said. All rendering modes are “software-transparent”, according to ATI, meaning they do not require special support from game developers. ATI claims its technology outperforms Nvidia’s SLI solution by more than 10% on 3DMark2005 and by more than 30% on some games such as Splinter Cell CT and NFS Underground 2. CrossFire-enabled solutions will target enthusiasts, ATI stated. The Intel edition of the chipset supports dual-channel memory (DDR or DDR2, up to DDR2-800, depending on motherboards), and both parts have four PCIe x1 connections on the northbridge and support an x2 or x4 PCIe link as the northbridge-to-southbridge interconnect. Seven motherboard vendors were mentioned by ATI as Crossfire partners (Asustek, Gigabyte, MSI, ECS, DFI, Sapphire and Tul), with most of them also producing CrossFire edition graphics cards. Motherboards supporting the CrossFire platform are expected to cost in the US$100 range, and when the company moves to 110nm production, its entry level Radeon Xpress 200 series motherboards should be priced in the US$50 range, the sources pointed out. ATI will be making a strong push with its integrated chipset solutions over the next three months, and the company expects to double its monthly chipset shipments in that time, the sources added.